About this role
Senior Investment Analyst at True North Advisors. Location: Dallas, Texas, United States. Role: Supporting due diligence, Preparing investment materials, Assisting portfolio management Requirements: Bachelor's degree; minimum 3 years investment experience at an RIA or similar; CFA preferred; advanced Excel/PowerPoint; familiarity with Bloomberg, Addepar, FactSet, Morningstar Direct; strong analytical and analytical communication skills; ability to work independently and in a team. Category: Finance and Accounting Seniority: Senior Level Tools: Excel, PowerPoint, Bloomberg, Addepar, FactSet, Morningstar Direct Certifications: chartered financial analyst (cfa) Commitment: Full Time Workplace: Onsite Languages: English